Estate Planning Attorney on Long Island
Most people put this off because they do not know where to start. Jason R. Breit walks you through what you own, who depends on you, and what would happen today if something went wrong. Then you decide.
- Wills, revocable and irrevocable trusts, powers of attorney, health care proxies
- Guardianship for minor children named the way you would choose, not by a judge
- Beneficiary designations and account titling reviewed, not just documents drafted
Book Your Free Consultation
We reply the same business day
How estate planning actually works here
Four steps. Nothing happens until you have seen the whole picture.
The free consultation
A short call to work out what you need and whether this firm is the right fit. No cost, no obligation, and no pressure to book anything further.
The Family Wealth Planning Session™
A working session, not a sales meeting. We go through everything you own, including the accounts people forget about, and everyone who depends on you. By the end you understand exactly what New York law would do if something happened tomorrow.
You choose the level
Three levels of planning, laid out with the trade offs. You pick based on your goals and your budget, and the fee is agreed in writing before any drafting starts.
Signing and funding
The part most firms skip. A trust that is signed but never funded does very little, so we make sure assets are actually retitled and beneficiary designations line up with the plan.
What happens if you do nothing
New York already has a plan for you. It is called intestacy and most people would not have chosen it.
The state decides who inherits
A fixed statutory order takes over. Step children, unmarried partners, and charities you cared about get nothing.
A judge names the guardian
If you have minor children and have not named someone, that decision goes to Surrogate’s Court.
Everything goes through court
Probate takes time and costs money that would otherwise have stayed with your family.
No one can act for you
Without a power of attorney and a health care proxy, incapacity means a guardianship proceeding just to pay your bills.
Why families choose this firm
Education first
Jason explains the options and the trade offs so the decision stays yours. No one is handed a package to sign.
Fees in writing
Agreed before any work starts. No surprise bills when you call with a question.
Attorney and advisor
The legal documents and the financial side of the plan get handled in one conversation.
Attorneys for life
Clients come back as life changes rather than starting over somewhere new every few years.
16+ Google reviews
“My parents recently decided it was time to create their estate plan, and we are so glad they chose Jason. He explained everything clearly, step by step, and made the entire process easy to understand. He also took the time to explain to my siblings and me how our future inheritance will be protected, which gave our whole family peace of mind.”
Google review
“My husband and I knew we needed a will after having our first child, but we had no idea where to start. The team made everything easy to understand and helped us think through decisions we had not even considered, like guardianship and protecting our children. We never felt rushed, and every question was answered with patience.”
Google review
“After losing a family member, the last thing we wanted was to feel overwhelmed by legal matters. This firm handled our probate needs with compassion and attention to detail. We truly appreciated their support.”
Google review
“I wanted to protect myself and my family but knew nothing about trusts. Mr Breit explained everything in plain language, he was thorough and patient without making me feel rushed.”
Google review
“One thing I really appreciated was how transparent they were. The fees were agreed to in writing before any work started, so I never had to worry about surprise bills whenever I called with questions.”
Google review
“We are so thankful we found a firm that truly understands planning for families with special needs. It is comforting to know our loved one with special needs has a plan in place for the future.”
Google review
“We first completed our estate plan a few years ago and recently went back because our family situation changed. They reviewed everything with us and made updating our plan incredibly easy. It is comforting knowing we have a law firm we can continue to rely on instead of starting over somewhere else every few years.”
Google review
“Jason and Sarah are very professional and work in a timely and efficient manner. Jason is well versed in his area of expertise, and he takes the time to listen to your needs and explain legalese in layman’s terms. He also had good ideas we had not thought of. Highly recommended.”
Google review
“I was not sure where to start with estate planning, but the team made the process much less intimidating than I expected. They were professional, responsive, and incredibly thorough. I especially like that they encourage clients to come back for plan reviews as life changes.”
Google review
“I was referred to this firm by someone I trust, and now I understand why they spoke so highly of them. The entire experience was exceptional. Jason and Sarah kept me updated throughout the process. They were knowledgeable, caring, and truly committed to helping families protect what matters most.”
Google review
“Jason took the time to really help me understand the purpose of creating an estate plan and why it matters. Thanks to him, I now have peace of mind knowing my family will be taken care of.”
Google review
“Everyone in the office made me feel like I mattered. I never felt like I was just another appointment on the calendar. You can tell they care about building relationships with their clients, and that is not something you find often anymore.”
Google review
“Jason and his team did an unbelievable job with my family estate planning. I highly recommend him. Courteous, professional, diligent and timely.”
Google review
“Guy knows what he is talking about. He gets back to you quickly with answers.”
Google review
Prior results do not guarantee a similar outcome. Every matter is different and the outcome of any particular matter depends on its own facts.
Jason R. Breit, Esq.
Jason built this practice around a view he formed early: a lot of legal work is either set up to escalate a fight or is purely transactional, and neither one serves a family trying to make a decision.
So the process here starts with education. Clients get walked through what they own, who depends on them, and what the law would do by default if nothing were in place. From there they choose. The point is not to produce documents. It is to make sure the documents work when the family needs them.
Alongside the law practice Jason works as a Financial Advisor, which means beneficiary designations, account titling, and the tax side get considered in the same conversation instead of being left to someone else.
- Admitted in New York, 2007
- J.D., Roger Williams School of Law
- MBA, Dowling College Townsend School of Business
- B.A., Hamilton College
- RICP, Retirement Income Certified Professional
- CLTC, Certified in Long Term Care
Estate planning questions
Melville, minutes from the Nassau line
Jason R. Breit, Esq., P.C.
Melville, New York 11747
Saturday, 9am to 2pm
Sunday, closed
One short call and you will know where you stand
Free, no obligation, and no pressure to book anything further. If a plan is not what you need right now, we will tell you that.